Pacific Capital Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-22
Closed -$9.36K 162
2024
Q4
$9.36K Sell
22
-181
-89% -$77K ﹤0.01% 277
2024
Q3
$85.9K Hold
203
0.01% 117
2024
Q2
$79.4K Sell
203
-32
-14% -$12.5K 0.01% 121
2024
Q1
$93.5K Buy
+235
New +$93.5K 0.02% 99